The Sherwin-Williams Company $SHW Stock Acquired by WealthPlan Investment Management LLC

Key Points

• WealthPlan Investment Management increased its Sherwin-Williams stake by 557.1% in the third quarter, bringing its holdings to 4,935 shares valued at approximately $1.6 million. Institutional investors collectively own 77.67% of the company.
• Sherwin-Williams beat quarterly earnings expectations with EPS of $3.70 versus the $3.52 consensus and revenue of $6.79 billion, up 7.5% year over year. The company maintained fiscal 2026 EPS guidance of $11.80–$12.20 and pays a $0.80 quarterly dividend.
• Analyst sentiment remains favorable, with a “Moderate Buy” consensus and an average price target of $382.08; however, company insiders recently sold shares, reducing their ownership to 0.23%.

WealthPlan Investment Management LLC lifted its position in The Sherwin-Williams Company (NYSE:SHW - Free Report) by 557.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 4,935 shares of the specialty chemicals company's stock after buying an additional 4,184 shares during the period. WealthPlan Investment Management LLC's holdings in Sherwin-Williams were worth $1,595,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. BlackRock Inc. purchased a new position in Sherwin-Williams in the 2nd quarter worth approximately $6,100,083,000. Wellington Management Group LLP lifted its position in Sherwin-Williams by 133.7% in the 2nd quarter. Wellington Management Group LLP now owns 2,784,679 shares of the specialty chemicals company's stock valued at $958,821,000 after acquiring an additional 1,593,009 shares in the last quarter. Bank of New York Mellon Corp purchased a new stake in Sherwin-Williams during the 2nd quarter valued at $547,097,000. Legal & General Group Plc purchased a new stake in Sherwin-Williams during the 2nd quarter valued at $459,652,000. Finally, Bank of America Corp DE purchased a new stake in Sherwin-Williams during the 2nd quarter valued at $412,339,000. Hedge funds and other institutional investors own 77.67% of the company's stock.

Sherwin-Williams Stock Up 3.8%

Shares of Sherwin-Williams stock opened at $336.77 on Friday. The Sherwin-Williams Company has a twelve month low of $289.86 and a twelve month high of $377.77. The company has a quick ratio of 0.46, a current ratio of 0.73 and a debt-to-equity ratio of 2.16. The company's 50 day moving average is $334.16 and its 200 day moving average is $328.29. The company has a market cap of $81.76 billion, a price-to-earnings ratio of 31.04, a price-to-earnings-growth ratio of 2.42 and a beta of 1.08.

Sherwin-Williams (NYSE:SHW - Get Free Report) last posted its earnings results on Tuesday, July 28th. The specialty chemicals company reported $3.70 EPS for the quarter, topping analysts' consensus estimates of $3.52 by $0.18. The business had revenue of $6.79 billion during the quarter, compared to the consensus estimate of $6.60 billion. Sherwin-Williams had a net margin of 11.01% and a return on equity of 67.97%. The firm's revenue was up 7.5% on a year-over-year basis. During the same quarter in the previous year, the firm posted $3.38 EPS. Sherwin-Williams has set its FY 2026 guidance at 11.800-12.200 EPS. Research analysts anticipate that The Sherwin-Williams Company will post 12.09 EPS for the current year.

Sherwin-Williams Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, September 11th. Investors of record on Friday, August 21st were given a dividend of $0.80 per share. This represents a $3.20 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date was Friday, August 21st. Sherwin-Williams's dividend payout ratio is 29.49%.

Insiders Place Their Bets

In other Sherwin-Williams news, insider Karl Jorgenrud sold 7,886 shares of the stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $368.30, for a total value of $2,904,413.80. Following the transaction, the insider owned 11,944 shares of the company's stock, valued at approximately $4,398,975.20. This represents a 39.77% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Justin T. Binns sold 13,500 shares of the firm's stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $352.70, for a total value of $4,761,450.00. Following the completion of the transaction, the insider directly owned 21,937 shares in the company, valued at $7,737,179.90. The trade was a 38.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.23% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

SHW has been the subject of a number of research analyst reports. Weiss Ratings raised Sherwin-Williams from a "hold (c+)" rating to a "buy (b-)" rating in a report on Friday, October 9th. Morgan Stanley reaffirmed an "overweight" rating and set a $395.00 price target (up from $385.00) on shares of Sherwin-Williams in a report on Wednesday, July 29th. Melius Research assumed coverage on Sherwin-Williams in a research report on Tuesday, October 6th. They set a "hold" rating and a $367.00 price objective on the stock. Deutsche Bank Aktiengesellschaft lifted their price objective on Sherwin-Williams from $355.00 to $375.00 and gave the stock a "hold" rating in a report on Wednesday, July 29th. Finally, DA Davidson set a $400.00 price objective on Sherwin-Williams and gave the stock a "buy" rating in a report on Monday, August 24th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and ten have given a Hold rating to the company's stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average price target of $382.08.

About Sherwin-Williams

The Sherwin-Williams Company NYSE: SHW manufactures, distributes and sells paints, coatings, floorcoverings and related products. Its offerings serve residential, commercial, industrial, automotive and specialty applications, including architectural paints, protective and marine coatings, industrial finishes, automotive refinishing products, wood stains and surface-preparation materials.

Founded in 1866 by Henry Sherwin and Edward Williams, the company is headquartered in Cleveland, Ohio.

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